SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.
A change of heart from the US SEC may open the door for rapid growth of actively managed ETFs both in the US and Australia.
Apr 16 2019
Exchange traded fund manager BetaShares observes a shift in investor preference towards passive investment strategies and a growing demand for ESG-based alternatives.
Mar 12 2019
Research from Roy Morgan shows Australians’ level of super contribution is dropping, leading to a risk of insufficient retirement funding.
Nov 21 2018
As of last month, the Australian ETF market is now bigger than the 80-year old listed investment company market.
Oct 19 2018
Sep 14 2018
Cuffelinks’ Graham Hand makes note of a common error made by investors in assessing their returns.
Jul 09 2018
Women are working for longer but compared to men, are looking at a lot less super on retirement.
Jul 02 2018
Australian regulators are cracking down on “one-stop shop” investment advisors to SMSFs, claiming bad advice.
May 29 2018
Corporate bonds are highly suitable as a portfolio allocation for retirement investors and interest is growing, despite many Australians being unaware of their existence.
Mar 22 2018
A recent survey suggests investment in Australian exchange traded funds continues to grow a-pace and a wider range of investors is now turning to ETF investment.
Oct 13 2017
SMSF interest is growing in the latest incarnation of exchange-traded products — active ETFs.
Apr 11 2017
A recent survey has made some interesting findings on whether Australians seek financial advice and how that advice is valued.
Apr 04 2017
There are various regulatory considerations regarding an SMSF investing in gold, jewellery or coins.
Dec 15 2016
Superannuation accumulators now “capped-out” by new regulations should consider imputation bonds as an alternative investment, Austock suggests.
Nov 30 2016
Andrew Zbik of Omniwealth notes self-managed super funds are not for everybody.
1:03 PM - Australia
11:51 AM - ESG Focus
11:10 AM - Weekly Reports
10:26 AM - Weekly Reports
10:00 AM - Rudi's View
May 29 2019 - Commodities
May 31 2019 - Weekly Reports
May 28 2019 - Weekly Reports
May 28 2019 - Australia
Jun 21 2019 - Rudi's View
May 31 2019 - Rudi's View